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Taylor Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$136,652,410
This total excludes 8 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
219
15% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
219
Average account size
$623,984
About
Taylor Capital Management provides discretionary portfolio management and investment advisory services to individuals and an atypical mix of non‑individual clients, including charitable organizations, corporate entities, and retirement/pension plans, and also manages some institutional mandates. The firm delivers its advisory services solely through a wrap fee program administered across two account platforms that separate model mutual‑fund portfolios from individual‑securities portfolios.
The firm emphasizes continuous, individualized account supervision with periodic rebalancing and uses a broad set of instruments — equities, fixed income, ETFs, mutual funds, options, and cash‑management vehicles — to pursue client objectives. Taylor Capital regularly employs derivatives (notably option writing strategies) and may use borrowing/margin in separately managed accounts as part of portfolio implementation, practices that are less common among similarly sized independent advisers.
Compared with peers, the firm manages a relatively large number of client relationships for its size (more than 200 clients) and combines that high client load with sponsorship of a wrap program that absorbs transaction costs on its platforms and the availability of performance‑based fee arrangements for eligible clients. It operates through Raymond James as its clearing and custodial partner, receiving research and execution benefits that support trading and reporting capabilities — a relationship the firm discloses as a potential conflict of interest.
Client services
Portfolio management
Fee options
$0+: 1.25% annually (0.3125% quarterly) for Non-Qualified Clients $1,100,000 or $2,200,000 net worth+: 1.00% annual Base Advisory Fee (0.25% quarterly) plus 20% performance fee on gains exceeding 5% net appreciation quarterly (Qualified Clients)
20% performance fee on quarterly gains exceeding 5% net capital appreciation for Qualified Clients
Account minimum: $1,000 Fee-only: 1.25% annually for Non-Qualified Clients; 1.00% annual base fee plus 20% performance fee for Qualified Clients
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Taylor Capital Management
Martinsburg WV, United States
Number of offices
2
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